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Financial consultant

Charles Schwab E Palmetto Park Rd, Boca Raton

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2.5
Closed
Friday8:30AM–5PM

+1 561-416-4970

https://client.schwab.com/public/branchlocator/branchdetails.aspx

150 E Palmetto Park Rd Ste 100, Boca Raton, FL 33432, United States

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    Services

    • College Savings Related Financial Consulting
    • Corporate Finance Consulting
    • Estate Planning
    • Financial Planning
    • General Investment Consulting
    • Investment Advising
    • Real Estate Investment Consulting
    • Retirement Savings Consulting
    • Tax Planning
    • Wealth Management
    • Asset Protection
    • Brokerage Accounts
    • Business Retirement
    • College Savings Plans
    • Company Retirement
    • Corporate Financial Consultants
    • Defined Benefit Plan
    • Defined Contribution Plans
    • Deposit Services
    • Finance Portfolio Management

    Charles Schwab Reviews

    U

    Un Identified
    1

    Extremely rude, condescending & impatient when I expressed I did not understand a brief & cursory explanation regarding a $50K deposit to an existing IRA. I was left to stand in the middle of the lobby while this advisor's client chair was occupied at her desk & while they chatted away about restaurants & going out. Even a bank teller would have shown more respect for a generic $100 deposit transaction than this staff member did. She was abrupt and very rude when I expressed that I did not understand her very brief & terse explanation, & while she insisted on conducting business with me in the middle of the lobby regarding at $50K deposit! I stood in the middle of the lobby while another sat planted at her desk. I am a veteran & USAA moved their investments to Schwab last year, otherwise I would still be with USAA, where they know to treat customers with dignity. Shame on you. This rep knows who she is. Disgusting. If this is Mr. Schwab's idea of customer service, & I believe he would be extremely angry had he witnessed this incident, no thank you, you may keep it. I'll be moving my funds elsewhere where my deposits & investments, and a human being, are respected & valued.

    Response from the owner

    Thanks for your feedback. If you’d like to give us a call at 800-435-4000, we’d like a chance to try and assist with resolving the issues you’ve had with us.

    M

    Matthew Waring
    5

    Free international and domestic atm fees rebated. Great customer service. Very simple investing through brokerage account. They’re a bit cautious with the amount of deposits and withdrawals while they’re getting to know you.

    R

    Richard Edwards
    1

    Have you ever seen a bank that limits what you can deposit? It's your money and you want to put it in this bank and they won't let you. Is the world just going completely insane? Don't answer, but just think, what will be be like in 2 years? 5 years? God help us in this once upon a time great country

    Response from the owner

    Hi Richard. Thank you for taking the time to share your experience. If you’d like to give us a call at 800-435-4000, we’d like to understand what happened and try to assist in addressing your concerns.

    J

    Joseph S
    1

    Closed my account without a reason, then still made me pay fees to transfer my holdings to a new brokerage.

    Response from the owner

    Hi Joseph. We’re sorry to hear this and would like a chance to try and assist with resolving the issues you have had with us. Please give us a call at 800-435-4000.

    E

    Elena Samli
    1

    The staff there are one of the rudest people I have ever met who will treat you very badly and very unprofessionally. They do anything to not to do what you ask them of, which is supposed to be their job.

    B

    Blake Peker
    1

    They will not treat you equal if you are not American. Unprofessional, and unethical dishonest people.

    B

    Bertug G
    1

    I experienced discrimination by David. Beware of these shady people.

    Response from the owner

    Hi Bertug. We’re sorry to hear this. We’d like the opportunity to address your concerns. Please give us a call at 800-435-4000 or visit Schwab.com/contact or Schwab.com/contactus .

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    FAQs

    • 1. How Can I Locate Charles Schwab?

      You can call Charles Schwab via +1 561-416-4970. You can use our online platform to get instant loan quotes as well.
    • 3. What Type Of Loans Can I Get From Charles Schwab?

      Charles Schwab provides all sorts of loan services, including: '
      • College savings-related financial consulting
      • Corporate finance consulting
      • Estate planning
      • Financial planning
      • General investment consulting
      ' See more information about Charles Schwab.
    • 5. Is Charles Schwab An Agency Or A Lender?

      Charles Schwab is a Financial consultant that accepts all kinds of loan requests including online installment loan services. In addition, iPaydayLoans, as an online loan service platform, can connect our customers with our panel of partner lenders to get easy and fast online loans.
    • 2. What Is the Address of Charles Schwab?

      Charles Schwab is located at 150 E Palmetto Park Rd Ste 100, Boca Raton, FL 33432, United States. Take a look at the map and pay them a visit right now.
    • 4. How Can I Apply For A Loan At Charles Schwab?

      You can fill in our easy-to-use online form on their website. If you need other financial support, you can always visit our online platform to choose between various loan options.
    • 6. What Will Happen If I Failed To Pay Back My Loan?

      You can always contact your lender if you have trouble performing repayments. Your lender may change your repayment due dates for you to fit your financial situation at the moment. Visit our online platform to learn more information if, for example, you defaulted on your title loans online.
    • 7. Can I Get Loans With Bad Credit from Charles Schwab?

      Yes, it is possible to get loans with bad credit such as online personal loan services from them. You can contact the loan service providers for detailed information regarding loan requirements. You can also visit iPaydayLoans to get instant loan quotes with friendly requirements.